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🤖 Anthropic may be spending 75% of its computing power building future models Despite reportedly achieving an impressive 85% gross margin in Q3, Anthropic is directing only around 25% of its computing resources toward serving existing customers. The remaining…

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❗️AI RIVALS OpenAI and Anthropic are RACING for investors' cash before going public. OpenAI is trying to raise about $30 BILLION at a valuation over $1.4 TRILLION, up from $852 BILLION in March, per Reuters. Anthropic is expected to go public in mid-November,…

5/5 STRONG EARNINGS FAIL TO STOP THE SELLING $TSMC projected 51% quarterly revenue growth, while $ASML raised its 2026 sales outlook for the THIRD time. Both stocks still FELL, highlighting the market's growing concerns OVER AI valuations despite strong chip d…

4/5 HOT INFLATION ADDS PRESSURE U.S. headline CPI rose to 3.7% from 3.4%, while core CPI climbed to 2.6%. The hotter inflation data fueled concerns over further Fed tightening and higher borrowing costs for AI infrastructure companies.

3/5 GARTNER WARNS OF $3.5 TRILLION IN AI RISK 13 BILLION research firm Gartner warned that over $3.5 TRILLION in AI infrastructure spending could face impairment by 2030. It also forecast that more than 80% of neocloud providers could cease operating independe…

2/5 COREWEAVE SPARKS AI DEBT FEARS CoreWeave plunged 25% in five sessions as its 2032 bonds fell below 80 cents on the dollar, pushing yields above 15%. As a major buyer of NVIDIA GPUs and provider of computing power to AI companies, CoreWeave is a key player…

1/5 AI AND CHIP STOCKS CRASH The iShares Semiconductor ETF (SOXX ETF) lost 10.2% through Thursday, while all 30 SOX constituents fell Friday. MAJOR semiconductor losses: 🔴AMD: 6–8% this week 🔴SK Hynix: 8–10% this week 🔴Micron: 5–7% this week 🔴Intel: 6–7% this…